Institutional Ownership Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR). We have compiled data on the 2,811 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $60.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,663
shares
|
$978,572
0.06% of portfolio
|
Q1 2024
Added 61.53%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
8,661
shares
|
$978,346
0.41% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
8,627
shares
|
$974,505
0.01% of portfolio
|
Q4 2024
Added 177.66%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
8,589
shares
|
$970,213
0.05% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
8,580
shares
|
$969,196
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
8,579
shares
|
$969,083
0.13% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
8,486
shares
|
$958,578
0.35% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
8,436
shares
|
$952,930
0.02% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
8,429
shares
|
$952,139
0.53% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,426
shares
|
$951,800
0.01% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
8,406
shares
|
$949,541
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
8,404
shares
|
$949,315
0.22% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
8,388
shares
|
$947,508
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
8,366
shares
|
$945,023
0.41% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
8,363
shares
|
$944,684
0.1% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,361
shares
|
$944,458
0.09% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
8,353
shares
|
$943,554
0.43% of portfolio
|
Q4 2024
Added 92.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,350
shares
|
$943,216
0.34% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,341
shares
|
$942,199
0.13% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
8,264
shares
|
$933,501
0.11% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
8,262
shares
|
$933,275
0.43% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,260
shares
|
$933,049
0.02% of portfolio
|
Q1 2024
Reduced 25.42%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
8,259
shares
|
$932,936
0.25% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
8,200
shares
|
$926,272
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
8,077
shares
|
$912,377
0.85% of portfolio
|
Q4 2024
Reduced 1.19%
|